USPTO serial 86667134
SMART INVESTING SIMPLIFIED
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 24, 2017
- Examiner
- MANOR, THOMAS M
- Law office
- TMO LAW OFFICE 110
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Philadelphia, PA, US
CONCORD, CA, US
Philadelphia, PA, US
Philadelphia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sharoni S. Finkelstein
Sharoni S. Finkelstein Venable LLP2049 Century Park East, Suite 3400Los Angeles, CA 90067United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, FINANCIAL ADVISORY SERVICES; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS USING A CREDIT OR DEBIT CARD OVER A GLOBAL DATA NETWORK; FINANCIAL PLANNING, ADVISORY, AND MANAGEMENT SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSET MANAGEMENT, NAMELY, CASH MANAGEMENT, FINANCIAL RISK MANAGEMENT, CAPITAL INVESTMENT CONSULTING | ACTIVE | Jun 12, 2017 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Efficient Advisors, LLC
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 25, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 12, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 24, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Dec 24, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 24, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 24, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 3, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| May 3, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| May 3, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 24, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 24, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 28, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 28, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 24, 2017 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Sep 20, 2017 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED | — |
| Sep 19, 2017 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 30, 2017 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Aug 29, 2017 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED | — |
| Aug 28, 2017 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Aug 28, 2017 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 21, 2017 | IUAF | USE AMENDMENT FILED | — |
| Aug 21, 2017 | EXT1 | SOU EXTENSION 1 FILED | — |
| Aug 21, 2017 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Aug 21, 2017 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 21, 2017 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Dec 27, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 7, 2016 | NPUB | NOTICE OF PUBLICATION | — |
| Nov 16, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 20, 2016 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Apr 19, 2016 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 30, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 29, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 29, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 30, 2015 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 30, 2015 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 25, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 24, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 22, 2015 | NWAP | NEW APPLICATION ENTERED | — |